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Building 2WEALTH FORWARD, LLC

Map pinFARGO, ND
Phone701-293-5789
NotebookSEC #801-77905
Total AUM
$228.1M
Employees
2
Clients
368

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2632 47TH ST S.
SUITE 107
FARGO
ND 58104
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
701-293-5789

ReceiptFinancials

Total AUM
$228.1M
Accounts
1,052
Discretionary
$212.8M
Accounts
984
Non-Discretionary
$15.3M
Accounts
68

ContactClients

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Individual Clients
304
AUM
$92.1M
HNW Individual Clients
51
AUM
$126.3M
Pension/Profit Sharing Plan Clients
12
AUM
$9.4M
Charitable Organization Clients
1
AUM
$363.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNNDNHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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